Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$742B
AUM Growth
-$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,325
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.5B
3
+$1.47B
4
ABNB icon
Airbnb
ABNB
+$850M
5
U icon
Unity
U
+$651M

Top Sells

1
+$2.24B
2
+$1.33B
3
+$1.19B
4
AMZN icon
Amazon
AMZN
+$997M
5
BABA icon
Alibaba
BABA
+$940M

Sector Composition

1 Technology 20.47%
2 Healthcare 9.82%
3 Financials 9.14%
4 Consumer Discretionary 8.85%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$10.7M ﹤0.01%
553,158
-102,518
2802
$10.6M ﹤0.01%
153,645
-49,487
2803
$10.6M ﹤0.01%
594,089
+59,457
2804
$10.6M ﹤0.01%
330,072
+221,001
2805
$10.6M ﹤0.01%
358,429
-36,738
2806
$10.6M ﹤0.01%
1,120,805
-123,404
2807
$10.6M ﹤0.01%
230,177
+14,097
2808
$10.6M ﹤0.01%
1,000,799
+139,858
2809
$10.6M ﹤0.01%
1,986,230
-1,936,548
2810
$10.5M ﹤0.01%
87,842
-76,936
2811
$10.5M ﹤0.01%
202,753
+105,378
2812
$10.5M ﹤0.01%
334,623
-35,794
2813
$10.5M ﹤0.01%
585,556
+35,620
2814
$10.5M ﹤0.01%
1,368,437
+59,669
2815
$10.5M ﹤0.01%
93,614
+8,556
2816
$10.5M ﹤0.01%
121,676
-36,379
2817
$10.5M ﹤0.01%
516,520
-11,112
2818
$10.5M ﹤0.01%
1,078,857
-147,542
2819
$10.5M ﹤0.01%
592,120
-27,026
2820
$10.5M ﹤0.01%
1,566,770
-579,880
2821
$10.5M ﹤0.01%
1,287,471
-757,210
2822
$10.5M ﹤0.01%
200,596
-4,447
2823
$10.5M ﹤0.01%
661,997
-34,541
2824
$10.5M ﹤0.01%
229,454
+28,994
2825
$10.5M ﹤0.01%
3,759,706
+3,728,811
111 112
113
114 115